Private Client Services Associate

Key Responsibilities

• Advising high-net-worth individuals and families on sophisticated estate planning matters
• Drafting complex wills, trusts and other wealth transfer documents
• Managing estate and trust administration from probate through final distribution and closing
• Preparing client presentations and estate planning analyses
• Performing tax calculations and advising on transfer tax planning strategies
• Providing practical advice on trust and estate administration issues
• Supervising paralegals and coordinating workflow across client matters
• Building strong client relationships while working independently and collaboratively within the team

Who You Are

• A 5th–7th year associate
• Significant trusts and estates experience gained within a law firm
• Experience advising high-net-worth individuals and families
• Strong estate planning and estate administration experience
• Extensive drafting experience involving sophisticated wills and trusts
• Strong tax background
• LL.M. in Taxation (required)
• Excellent academic credentials
• Strong organizational, communication and client management skills
• Detail-oriented with supervisory experience preferred
• Admitted to the New York Bar or eligible to waive into New York

Compensation

• Salary Range: $285,000 – $365,000 (DOE)
• Discretionary bonus opportunities, comprehensive benefits package and excellent long-term career progression within a growing Private Client Services practice.